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Connor

@waldoch.bsky.social

founder / markets / strategy @ gridstatus.io Energy and other stuff. Some coding, some reading. Graphs and maps, birds and sports

2,864 Followers  |  1,038 Following  |  1,587 Posts  |  Joined: 10.07.2023  |  2.0317

Latest posts by waldoch.bsky.social on Bluesky

I have also been working on something today that claude has certainly struggled with

I gave it some leeway in spots and it returned extremely incorrect results, but it's a complicated endeavor with massive amounts of context, so I settled into me feeding very specific followup documents to refine

06.02.2026 01:41 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

we've been working through an interesting paradigm where non-technical, but SME people can put up a PR with a new app or something internally, but it is not up to public snuff and also touches way more of the code base than necessary

the mental shift has been to treat those like nice whiteboarding

06.02.2026 01:39 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

"can't we just do this and ask for forgiveness later?"

an actual thing I once heard

02.02.2026 22:52 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

true, with the grid gone those natural gas power plants are gonna struggle to break even on their fuel costs

02.02.2026 03:06 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

also news to me!

02.02.2026 03:02 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

wow, I had no idea the grid worked like that

02.02.2026 03:01 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0
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TETCO, one of the biggest and most critical pipelines isn't some natural process, it was federally-funded for WW2 and then sold

it's a bit hard to square path dependency related to one of our largest (war effort as a % of GDP) periods of expenditures ever as the inherent cheapest and best thing

02.02.2026 03:00 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

it would suck compared to a pipeline if we were physically moving electrons at the speed of compressed gas molecules and there was no storage, but that is not the case

02.02.2026 02:57 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

in one of those scenarios you are moving actual molecules, I know that you know, fundamentally, as an EE, that this is just physically not the case for the grid

I get that this has become your bugaboo the last few years, but it remains a bizarre comparison, electricity != physical molecules

02.02.2026 02:57 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 2    πŸ“Œ 1

This is crazy of course, but it would be nice if it somehow resulted in fixing the mess of roads around the Kennedy Center that make it weirdly inaccessible

If you don’t live here you probably don’t know what a weird spot it sits in

02.02.2026 01:26 β€” πŸ‘ 2    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

Print turned out great πŸ”ŒπŸ’‘

31.01.2026 19:33 β€” πŸ‘ 12    πŸ” 1    πŸ’¬ 2    πŸ“Œ 0

it’s at the end of a joke thread, but I love these charts and got to come up with new variants when I was there in 2012

www.flickr.com/photos/23215...

31.01.2026 14:40 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

people who would also absolutely refuse to believe that Europe was far, far ahead of us on rural electrification, well after we invented the grid

31.01.2026 03:06 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0
31.01.2026 03:03 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

The El (CTA) is bigger and has more service hours, but it is always nice to come home to newer trains and smoother service on the Metro (WMATA)

Of course, that really wasn’t the case when we moved here 🫣

30.01.2026 22:43 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

I just accept whatever Merlin says πŸ˜…

30.01.2026 03:44 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

lotta data out there

27.01.2026 18:48 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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not just the order, but in short, ya

one dataset for a look at this in PJM's projected area statistics at peak, Dominion is short, ComEd is way over scheduled for their internal demand

www.gridstatus.io/datasets/pjm...

27.01.2026 17:28 β€” πŸ‘ 3    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

Off to Chicago for the week and since trains were running a bit slow I did some station hopping in downtown DC by foot

city streets covered in snow with almost no cars around is always a top urban experience

26.01.2026 19:43 β€” πŸ‘ 5    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

prices were low or negative in ComEd for a chunk of today, not from energy, but the congestion price

I don't think that congestion exists if I-ISO or ComEd in MISO, so the prices would certainly be higher

looking at an iconic node, it's negative congestion doing all the work

26.01.2026 04:29 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 1

lmk if you have any questions

26.01.2026 04:24 β€” πŸ‘ 0    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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Jan. 25 Update on PJM Cold Weather Operations https://insidelines.pjm.com/pjm-issues-precautionary-alerts-ahead-of-expected-cold-spell/

25.01.2026 21:26 β€” πŸ‘ 2    πŸ” 2    πŸ’¬ 0    πŸ“Œ 0
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there was a nice bit on that development from the FERC whitepaper on seams coordination last fall

25.01.2026 20:34 β€” πŸ‘ 3    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

it's not just the lines themselves that are susceptible to ice accumulation, trees have a heck of a lot more surface area to deal with

25.01.2026 17:40 β€” πŸ‘ 3    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

flying out of DC tomorrow let's goooooo

(πŸ™πŸ™πŸ™)

25.01.2026 16:07 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

nah, fleet state of charge should have been pretty high

25.01.2026 15:38 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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I slept in, so Tim and Abby both took a crack at some of it

www.gridstatus.io/insights/344...

www.gridstatus.io/insights/344...

25.01.2026 15:08 β€” πŸ‘ 1    πŸ” 0    πŸ’¬ 1    πŸ“Œ 0

I feel like a good barometer as to how serious some of the recent crop of energy startups are is whether their leadership is tracking or doing anything related to Fern, or they're posting about their sweet trip to Davos and that sick interview they did with Axios

25.01.2026 15:06 β€” πŸ‘ 3    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0
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more thoughts in the morning but it’s been kind of astonishing the extent to which batteries have waited on the sidelines in ERCOT for their big score, never see it dry up like this

AS price *are* up, but energy spreads in the hundreds of dollars are being totally ignored

25.01.2026 06:36 β€” πŸ‘ 8    πŸ” 2    πŸ’¬ 1    πŸ“Œ 0
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impossible to escape winter storm Fern atm

25.01.2026 00:14 β€” πŸ‘ 3    πŸ” 0    πŸ’¬ 0    πŸ“Œ 0

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